ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 129 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $203,909 | -11.0% | 3,119 | -8.2% | 0.01% | -16.7% |
| Q2 2023 | $229,125 | +4.2% | 3,397 | +0.6% | 0.01% | 0.0% |
| Q1 2023 | $219,920 | -0.3% | 3,378 | -0.5% | 0.01% | -14.3% |
| Q4 2022 | $220,477 | +6.0% | 3,394 | +1.0% | 0.01% | 0.0% |
| Q2 2022 | $208,000 | -8.0% | 3,359 | +3.4% | 0.01% | 0.0% |
| Q1 2022 | $226,000 | +121.6% | 3,247 | +111.3% | 0.01% | +133.3% |
| Q2 2021 | $102,000 | +264.3% | 1,537 | +220.2% | 0.00% | +200.0% |
| Q4 2020 | $28,000 | +2700.0% | 480 | +1746.2% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | -50.0% | 26 | 0.0% | 0.00% | – |
| Q4 2019 | $2,000 | -95.5% | 26 | -97.5% | 0.00% | -100.0% |
| Q1 2016 | $44,000 | – | 1,057 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Horst & Graben Wealth Management LLC | 654,051 | $33,402,000 | 12.96% |
| FIRST CITIZENS BANK & TRUST CO | 2,719,792 | $138,900,000 | 9.78% |
| Compton Wealth Advisory Group, LLC | 128,077 | $6,541,000 | 4.89% |
| Global Wealth Management Investment Advisory, Inc. | 149,389 | $7,629,000 | 3.30% |
| Simplicity Solutions, LLC | 2,128,387 | $108,697,000 | 2.00% |
| AE Wealth Management LLC | 2,137,591 | $109,167,000 | 1.56% |
| HARBOR INVESTMENT ADVISORY, LLC | 66,144 | $3,378,000 | 0.65% |
| BRYN MAWR TRUST Co | 225,594 | $11,521,000 | 0.53% |
| TIAA, FSB | 1,959,930 | $100,093,000 | 0.45% |
| Lloyd Advisory Services, LLC. | 10,501 | $536,000 | 0.33% |